Meet Elliot

Chartered Financial Planner

Professionally

Elliot enjoys working with clients to help them achieve their goals and live the lives they want. He has more than eight years of experience in financial services and has been an adviser since 2019. With knowledge in all areas of personal financial planning, he specialises in helping people nearing or at retirement, as well as those wanting to protect their wealth for future generations.

Qualifications

  • Advanced Diploma in Financial Planning

Personally

Outside of work, Elliot enjoys travelling, cooking, and spending time with family. He is also (badly) trying to resuscitate his golf game.

In the spotlight

My favourite holiday destination is:

Iceland

My favourite song to play in the car is:

This Is the Day – The The

The first album I bought was:

All the Right Reasons – Nickelback

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